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Musk Teases Another New Gigafactory, Tesla Brand Tanks, FSD Expansion

发布时间 2023-05-24 09:44:30    来源

摘要

➤ Elon Musk teases new factory in interview with The Wall Street Journal, among other topics: https://twitter.com/i/broadcasts/1BRJjZqaqpgJw ➤ Tesla brand reputation sharply declines in Harris poll ➤ New insured vehicle data from China ➤ Tesla broadens FSD Beta availability in US ➤ Judge dismisses lawsuit against Musk ➤ Tesla cleaning: https://tinyurl.com/2re2x233 ➤ Waymo and Uber announce partnership 0:00 Intro / TSLA 0:27 Musk interview recap 5:12 Tesla brand 9:43 China insured vehicles 11:13 FSD Beta expansion 12:27 Lawsuit dismissed 13:24 Tesla detailing 14:09 Waymo / Uber partnership 15:24 SpaceX correction Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

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Hey everybody, Rob Bauer here and today we are going to be talking about a new Elon Musk interview with the Wall Street Journal this afternoon. We've also got an interesting result from a brand survey regarding Tesla and some expansion of FSD beta, which we'll talk about in a few other items as well.
大家好,我是Rob Bauer。今天我们要谈论的是Elon Musk今天下午接受《华尔街日报》的采访。此外,我们还有一个有关特斯拉的品牌调查结果,以及有关FSD测试版的一些扩展,我们也会在其他几个内容中详谈。

Alright, looking at the stock, after a nice start to the day, Tesla finishing down one and almost two thirds per cent to close at $185.77, well the NASDAQ was down one and a quarter per cent on the day today.
好的,看着股票,特斯拉今天开局不错,但最后收盘价为185.77美元,下跌了1.67%。纳斯达克今天下跌了1.25%。

Alright, well hop right into the Elon Musk interview. So this was with the Wall Street Journal today. They had a CEO council, so Elon was one of a number of guests that participated in this council. And interesting interview, probably about an hour long, I think definitely worth listening. So I will put the link to that in the description.
好的,我们来谈谈埃隆·马斯克的采访。今天他接受了《华尔街日报》的采访,参加了首席执行官协议会议,并成为了多个嘉宾之一。这是一次有趣的采访,可能有一小时左右,我认为值得一听。我将在描述中放置链接。

I guess I'll need to add that, but I'll add that. Of course this did briefly follow or shortly thereafter follow the news that Elon Musk is actually going to be holding an interview himself with Ron DeSantis on Twitter tomorrow for an announcement, most likely for his presidential campaign. So that was sort of the thing that kicked off this interview.
我猜我需要补充一下,但我会加上的。当然,在这之后不久,这个消息紧随着埃隆·马斯克将在明天与Ron DeSantis在Twitter上举行一次采访,很可能是关于他的总统竞选的公告。所以这是引发这次采访的事情。

So we'll talk about that sort of sequentially here first. Elon did say that this is a quite groundbreaking, this is quite groundbreaking for this announcement to be happening on Twitter. Obviously, Elon wants this to be a public town square, as he has mentioned many times, but he said he's not planning to endorse any particular candidate at this time.
首先,我们将依次谈论这个问题。埃隆表示这是具有历史性的一次重大公告,它在推特上发布非常具有开创性。显然,埃隆希望这成为一个公共广场,正如他多次提到的那样,但他表示目前并没有计划支持任何特定的候选人。

He's interested in X and slash Twitter being again, that public town square, where more organizations make announcements on Twitter. And he said he's absolutely seeking similar interviews from across the political spectrum. So just like we saw when he did the interview with BBC and then going over to Fox News with Tucker Carlson, I think Elon is probably, you know, at least going to attempt to hold true with his target here of doing these interviews across the political spectrum. So although starting with Ron DeSantis, hopefully we'll see some some broader swaths of these types of things as well. Although, obviously, it's an interesting place for Elon to be in potentially on the interviewer side, which he sort of flipped into that role with the BBC. So it'll be interesting to see how he kind of handles that with DeSantis.
他对X和Twitter非常感兴趣,认为Twitter是一个公共城镇广场,更多组织可以在Twitter上发布公告。他说他绝对会寻求来自不同政治派别的类似采访。就像我们看到他之前接受BBC采访,然后去了福克斯新闻的塔克·卡尔森,我认为马斯克可能会尝试在政治光谱上进行这些采访。所以虽然从Ron DeSantis开始,希望我们能看到更广泛的这类事情。尽管如此,对于马斯克来说,成为采访者可能是一个有趣的角色,他之前在BBC那边就扮演了这个角色。因此,看他如何与DeSantis互动会很有趣。

Anyway, in terms of Tesla related items, he did say that Tesla will probably pick another location towards the end of this year for their next factory. So obviously, we know we just had the announcement of kick in Mexico. If we back up even a little bit, Tesla at one point had said that they'd probably be announcing another couple of factories around a similar period of time. So not too surprising to say to hear Elon talk about another factory potentially being announced towards the end of this year. India was brought up as a possibility and Elon said that they were absolutely considering that. And then also one of the panel or one of the audience members asked about if Tesla would be considering England. And he said, quote, we're not currently looking at new locations, but we will probably towards the end of this year.
无论如何,就特斯拉相关的事项而言,他确实说特斯拉可能会在今年年底选择另一个位置建下一家工厂。所以显然,我们知道墨西哥已经宣布了建厂计划。如果我们回溯一下,特斯拉曾经说过他们可能会在同一时间宣布另外几家工厂。所以,听到埃隆讲到可能在年底宣布另一家工厂并不令人惊讶。关于印度的建厂计划,埃隆表示他们非常考虑。还有一个座谈会的听众问特斯拉是否会考虑英国的建厂计划,埃隆说:“我们目前没有在寻找新的位置,但可能会在年底考虑。”

So it's a little bit confusing whether he's talking about an announcement being made towards the end of this year or if Tesla would just be sort of back to looking more specifically towards the end of this year. I lean more towards the former because we know that Tesla has been, you know, having meetings in India, having meetings with Indonesia, other places as well. So I think he's more towards the former here. But as we saw with kick in Mexico, that was, you know, the original announcement timeline for that was supposed to be end of 2022, dragged into 2023 a little bit.
这句话有一点点令人困惑,不确定他是在谈论今年年底是否会有一个公告,还是特斯拉会回到更具体地关注今年年底。我倾向于前者,因为我们知道特斯拉一直在印度、印度尼西亚和其他地方开会。所以我认为他更注重前者。但是我们可以看到,像在墨西哥的Kick in生产线也是一样,最初的公告时间表是在2022年底,但拖到了2023年。

So I'm not going to hang my hat on this timeline necessarily, but good to see obviously that Tesla's got these these plans, you know, in the works. As for AI, so Elon was asked about this X dot AI company that we've talked a little bit about. We've heard a little bit about no one really knows exactly what's going on there yet. But he was asked about that and he said it's possible that X dot AI would have some sort of a similar relationship to with Tesla and Twitter as open AI or deep mind due with Microsoft and Google. So we may see that, you know, partially folded into the umbrella of one or both of these companies as we have seen with open AI and deep mind. And, you know, it'll be very interesting to see what develops there. Elon not really willing to share too much on that yet just said kind of, you know, stay tuned. More will be announced on X dot AI soon. So we'll keep it close out for more news on that.
所以我不打算把我的帽子挂在这个时间表上,但很明显可以看到特斯拉在计划中有这些计划。至于AI,Elon被问及这个我们谈论过一点的X点AI公司。我们已经听过一些关于它的事情,但没有人确切知道正在发生什么。但他被问及那个并且他说,X点AI很可能会与特斯拉和Twitter有某种类似的关系,就像open AI或DeepMind与Microsoft和Google一样。因此,我们可能会看到这部分被部分地纳入这两家公司的伞下,就像我们看到open AI和DeepMind一样。你知道,看到那里的发展会非常有趣。Elon并不愿意在这方面分享太多,只是说要保持关注。X点AI的消息很快就会公布。因此,我们将密切关注更多有关该公司的消息。

As for Twitter, just a couple of quick things he said, Elon said they probably reduced bots by about 90% so far at least. He said they're trending towards if they get lucky, perhaps cashflow positive next month. So I mean, that's good for the stability of Twitter, which carries over to Tesla as well. He said, hopefully that Twitter's on the comeback arc and that ad agencies have all lifted their concern labels on Twitter. And he expects that almost all advertisers will return to advertising on Twitter. As for bringing Twitter public again, the interviewer asked if that would happen in in five years. And Elon said, I don't know. So those were kind of the main things. Some other discussion on AI, you know, he was asked about when artificial general intelligence, artificial super intelligence would happen. And Elon said, do you think so this decade could be three years, could be six years, but obviously Elon is, you know, feeling like that is coming very quickly.
关于Twitter,埃隆说了几件事情。首先,他表示他们目前已经成功减少了约90%的机器人账号。其次,他说他们有望在下个月实现现金流的正面。这对Twitter的稳定性非常重要,对于特斯拉也很有好处。他希望Twitter能够成功复苏,广告公司也取消了对Twitter的担忧标签,并且他预计几乎所有广告商都会回归Twitter。在谈到重新上市的可能性时,采访者问是否在五年内会发生。埃隆说他不知道。除此之外,他们还讨论了人工智能的问题。当问及人工智能将在何时实现人类一般智能和人工超级智能时,埃隆表示可能是这个十年的前三年或前六年,但显然他认为这将来得非常快。

All right, moving on from that interview, we do have an update on Tesla's brand. So we talked about yesterday, we talked yesterday about a Harris poll on Elon Musk's sort of political favorability. And now we've got some some more from Harris poll on brands. So they have just published their top 100 reputation rankings for brands for 2023. Patagonia at the top here. Unfortunately, Tesla dropped significantly this year down to the 60 second slot in the top 100. And it's not top 100 brands necessarily, but rather of the most one of the most visible 100 brands, how those brands perform in terms of sort of their arc, he was what they call their reputational quotient, which is devised from a set of nine different categories here that they ask respondents on.
好的,离开那次采访,我们有了特斯拉品牌的最新消息。昨天,我们谈到了一项哈里斯的民意调查,调查了埃隆·马斯克在政治上的好感度。现在,哈里斯调查又发布了2023年品牌声誉排名的前100名。这里排在榜首的是Patagonia。不幸的是,特斯拉今年在这个榜单上大幅下降,跌至前100名中的第62名。这并不是最受欢迎的100个品牌,而是对那些最受关注的100个品牌进行调查,从中了解他们在九个不同类别的声誉成分中表现如何,这就是他们所谓的声誉商数。

So Tesla dropped down still placing with a score that they call, you know, very good at 74.3 free scroll up and look at the scale. I guess good is how they define that. But a significant drop from last year, obviously, 50 points or 50 places. This was a, I believe, 6.4% drop in terms of the ranking from 2022, which I think is the second sick, most significant sort of percentage point or point drop seconds of BP in the rankings this year. So a couple of things to highlight with this.
特斯拉仍然取得了他们称之为非常优秀的74.3分的成绩,这使他们在排名中下降了一些。我猜这是他们所定义的“好”,但是显然和去年相比有了重大的下降,下降了50分或50个位置。我相信,这是自受欢迎排序结出来以来排名下降最多的6.4%,在今年排名中只次于BP所下降的百分比。有几件事情值得注意。

This is just surveying Americans. This was done across 16,000 Americans from March 13th through the 28th. There then is a second follow-up survey that's done in May. But I think these scores are coming from this first survey back in March. So, again, just the US, I think probably the most significant impact is SLS brand this year, probably happening in the US. I don't think there's many people that would view this year as a real positive year for Tesla's brand, both just with the, you know, the Twitter volatility, the stock price volatility, Elon's, you know, more active role in political situations, and things like that, it certainly has not been helpful.
这只是美国调查。这项调查涵盖了从3月13日到28日的16000名美国人。然后在五月进行第二次跟进调查。但我想这些分数来自三月份的第一次调查。所以,再次强调,这只是美国的情况,我认为可能对SLS品牌影响最大的是今年在美国发生的。我认为很少有人会认为今年是特斯拉品牌真正积极的一年,包括Twitter的波动、股价的波动、埃隆对政治局势更积极的角色等,这些无疑不是有帮助的。

So, you know, not too surprising to see a little bit of a drop here with Tesla's brand score. Now, a couple of other things to keep in mind if we just look at where things were last year and just sort of the history in general. You can see, you know, there is a large number of companies that are clustered pretty closely together here. So a relatively small drop does, you know, move you pretty far, 79.5 last year, Tesla was in sort of the very good category, dropping, I think it was 74 this year, putting them into the good category.
因此,您知道,特斯拉的品牌得分稍有下降并不意外。现在,如果我们只看去年的状态和历史而言,还有一些其他要考虑的事情。可以看到,有很多公司在这里聚集在一起。因此,即使是一个相对较小的下降,也会让你的排名下降相当明显,去年特斯拉的得分是79.5,处于非常优秀的类别,而今年下降到了74,进入了良好的类别。

Let's see, yeah, 74. So, it's not like it's that huge of a swing, even though it is a significant drop in terms of number of places, there's a lot of companies kind of clustered in that same, same sector. We'll talk more about that in a second, but just to see the breakdown of the scores by category year over year, we won't go through these specifically, but there you can see them lined up. It seemed they did add two new categories this year.
让我们看看,嗯,是74分。因此,虽然在排名上下降了很多,但它并不是一个巨大的变化,因为在同一领域有很多公司聚集在一起。我们稍后会更详细地讨论这个,但是就分数类别的年度分布来看,我们不会具体地讨论它们,但是你可以看到它们排列在那里。今年似乎增加了两个新的类别。

Now, kind of the final thing I'll say on this, I guess I've got two other things, but one thing is just to point out the volatility that is somewhat natural for brands in a survey like this, which I think isn't limited in general in terms of how valuable it is sort of in the first place, but you can see some of the brands that have consistently been the top 100 most visible brands. After the last, you know, 10, 8 years or so, you can see some of the volatility there, so not uncommon to see brands drop by four or five points. You know, Chick-fil-A had a nice year this year. I think they jumped back into the top five, but you can see they've had years before where they've dropped five points and similar with Disney and Coke, you can see there too. So, again, things like this are volatile and subject to change relatively quickly.
现在,在这个问题上,我想说的最后一件事是,我想说出一些品牌在这样的调查中自然而然的波动是很明显的,我认为这并不是固有的,因为它首先是有价值的。可以看到,一些品牌一直是前100个最受关注品牌之一,在过去的10年或8年,它们一直保持不变。但你可以看到有些品牌在几年内会下降四到五个点,这并不罕见。今年Chick-fil-A表现不错,他们跃居前五名,但你可以看到他们以前也曾有过下跌五个点的经历,迪士尼和可口可乐也是如此。因此,像这样的事情是很不稳定的,并且可能相对较快地发生变化。

The last thing I'll say on this is that it was kind of interesting. They had a podcast that discussed some of the reasons for some of the declines here, and I don't know how well informed the podcasters are, but presumably they've got access to all this data. And interestingly, they didn't mention politics as one of the reasons for the drop. They mentioned obviously the Twitter volatility, new EV competitors making Tesla, perhaps a little bit less exciting relatively than it was perhaps last year, and you know, just some of those things.
我要说的最后一件事是,这有点有趣。他们有一个播客讨论了一些这里下降的原因,我不知道播客人员的信息有多好,但是他们可能可以访问所有这些数据。有趣的是,他们没有将政治作为下降的原因之一。他们提到了明显的Twitter波动、新的电动汽车竞争对手使得特斯拉相对于去年可能稍微不那么令人兴奋,以及一些其他原因。

But nothing there about politics, so kind of interesting to see that omission from, you know, their discussion on which again, they could just be not mentioning that for whatever reason, but thought was interesting.
但是关于政治方面没有任何内容,看到这一点是有趣的,你知道,在他们的讨论中看到这种省略,他们可能出于某种原因没有提到政治,但我认为这很有趣。

Next up we've got China-insured vehicle numbers. So, it's been a couple of weeks since we've talked about this. Remember, the publishing of this is a little bit more inconsistent now, but we do have the last two weeks of data.
接下来我们将谈论中国保险车辆数量。我们已经有几周没有谈论这个话题了。记得,发布的数据现在有点不太一致,但是我们有过去两周的数据。

So from May 8th to May 14th, Tesla was just shy of 10,000 vehicles. So that was following the production shutdown that we had in early May for a few days there. Obviously that resulted in a lower week in the first week of May. Now, it bounds back for the last couple of weeks for Tesla, basically sitting around 10,000 for both weeks. For both weeks, if we look at the quarter to date then through the first seven weeks, basically April 3rd through the 21st of May, the numbers here are about 67,000 quarter to date, which again, this should closely tie to retail sales or domestic sales in China for this period.
从5月8日到5月14日,特斯拉生产量接近10,000辆。在五月初的几天,我们停产了一段时间,因此导致了五月第一周的产量下降。但在最近的两周,特斯拉的产量回升了,基本维持在10,000辆左右。如果我们看看整个季度的生产情况,从4月3日到5月21日这七周的产量大约有67,000辆。这个数字应该与中国的零售销售或国内销售数据相当接近。

If we go back to Q1, that was about 47,000. If we go back to Q4, it was about 57,000 at this point in time. So, Tesla quarter to date, fairing well. If we think about Q1, we do have to remember, of course, that Chinese New Year did impact production significantly during that period of time. So, overall, I'd like to see these continue to trend up a little bit.
如果我们回到第一季度,那时候大约有47,000辆车。如果我们回到第四季度,在这个时候大约有57,000辆车。因此,特斯拉本季度表现良好。如果我们考虑到第一季度,当然要记得中国新年会显著影响生产。总的来说,我希望这些数字能继续上升一点。

Obviously, coming off that production shutdown, not too surprising to see a little bit of softness here, but we are going to start to come up against some pretty big weeks, probably in two to three weeks from now. If we're comparing the quarter to date numbers here versus Q1, you can see we're maybe at about right here right now, and then we'll be coming up against these weeks pretty soon. So we'll keep an eye on that as we get more data.
很明显,由于停产的影响,在这里看到一点软弱并不太令人惊讶,但是我们将开始面对一些相当大的周数,可能在2到3周后。如果我们将季度到目前为止的数字与Q1进行比较,可以看到我们现在可能处于这个水平,然后很快就会迎来这些周数。因此,随着我们获得更多数据,我们将密切关注这一点。

And then another big news item for Tesla today is they have started to roll out FSD beta to pretty much all vehicles in the United States that have FSD beta, whether that's purchased or subscription. So, this has been a while. It's been kind of paused this roll out for a while because of the Nitzar recall.
特斯拉今天的另一个重大消息是,他们已经开始向几乎所有在美国拥有FSD beta的车辆推出FSD beta,无论是购买还是订阅。这已经有一段时间了。由于Nitzar召回,这个推出计划已经有一段时间被暂停了。

Obviously, we saw Tesla address those concerns a couple of months ago or maybe a month ago. And since that period, it's kind of been paused in terms of the roll out. So now we're seeing this happen. A number of people are applying to Tesla's scope today saying that they have subscribed to FSD beta today. And within sort of three or four hours, they were able to download the new version here and start running FSD beta on the vehicle.
显然,我们几个月前或一个月前就看到了特斯拉解决了那些问题。自那时起,就在推出方面暂停了。所以现在我们看到了这种情况发生。今天有许多人申请了特斯拉的范围,称他们今天已经订阅了FSD beta。在三到四个小时内,他们能够下载这个新版本并开始在车辆上运行FSD beta。

So, no safety score, sort of gate to go through just wide access at this point in time. So, I think it's exciting both for the financials. Tesla may be able to recognize a little bit more FSD beta revenue this quarter. Also, with more people potentially subscribing, that'll help as well. And I think it's exciting because Tesla should be able to then continue to collect more data, broader data, as the user base grows. So, good to see that roll out continue.
目前还没有安全评分,只是一个宽松的通道。我认为这对于财务方面非常令人兴奋。Tesla或许能在本季度识别更多的FSD beta收入,而且更多的人订阅也会有所帮助。但是最令人兴奋的是,随着用户数量的增加,Tesla应该能够继续收集更广泛的数据。因此,很高兴能看到这个推出继续进行。

That's most of the Tesla items, but we do have a couple of other things here. So, a judge today has dismissed a lawsuit against Elon Musk.
这就是大部分的特斯拉产品,但我们这里还有一些其他的东西。所以,今天法官驳回了针对埃隆·马斯克的诉讼。

I believe was the formation of a class action lawsuit basically against Elon for parts of the Twitter acquisition. So, no surprise, there's always going to be lawsuits that pop up around that. But basically the judge throughout the case basically saying that there was no sort of cheating of shareholders through the course of the acquisition process, Musk did have a little bit of a late filing when he was acquiring Twitter shares initially. But they said that the point of the judge said that the point of did not show any harm from that late disclosure of that initial Twitter stake.
我相信这是一起针对埃隆(马斯克)的集体诉讼,主要是针对Twitter收购的部分。所以,毫不奇怪,总会出现这样的诉讼。但基本上法官在整个案件中都表示,在收购过程中没有欺诈股东,马斯克最初获取Twitter股份时确实有一些延迟报告问题。但是法官认为,这并没有对这些股份的迟到披露造成任何损害。

I think it's really hard to make a case here when most people can look at this and say that, you know, had Elon not acquired Twitter, the you know, share price would have been a lot lower than where it ultimately ended up being. So, I'm so glad to see that that results of that case today.
我认为在这里很难提出一个有力的案例,因为大多数人都可以看到,如果伊隆没有收购 Twitter,股票价格可能会比最终的价格低得多。因此,我很高兴看到今天这个案例的结果。

Just kind of a fun one here. This was one of the top posts on Reddit has been that over the last day was that there's this Tesla that showed up to a detailer or, you know, maybe it's entering resale, but showed up to a detailer and allegedly hadn't been cleaned in 10 years. I'm not sure if that's quite accurate, but a very dirty car and you can see kind of the transformation that the detailer did. So, number one, just kind of cool detailing work, but also number two, you can kind of see just how the vehicles held up despite obviously not super tender love and care for the last many number of years.
这是Reddit上热门的帖子之一,其中有一辆特斯拉汽车被送到一个车辆清洁工作室,据说已经十年没有洗过了。我不确定这是否完全准确,但这是一辆非常脏的车,你可以看到车辆清洁师的改善成果。因此,一方面是非常棒的清洁工作,另一方面,你也可以看到这辆车即便在过去的很多年里并没有受到十分温柔细心的照顾,但它仍然保持了一定的品质。

So, I just kind of thought that was pretty cool and maybe people would like to watch that video. I think it originated on TikTok, but I did put the Reddit link down there in the description if you want to check that out.
我觉得这个视频非常酷,或许人们会喜欢看。我认为这个视频最初是来自TikTok,但如果你想查看,我在描述中放了Reddit链接。

And then the last couple of things, Waymo and Uber have announced a partnership to have Waymo driver vehicles available on the Uber platform in Phoenix. So, pretty interesting to see Waymo partner with Uber on this. They obviously have their own Waymo One app, which they say that riders will still be able to continue to use directly, but they'll also be integrating later this year with Uber to offer that as a possible option.
最后, Waymo和Uber宣布了合作伙伴关系,将在菲尼克斯的Uber平台上提供 Waymo 司机驾驶的车辆。看到 Waymo 在这方面与Uber合作是非常有趣的。他们显然有自己的Waymo One应用程序,乘客可以继续直接使用,但他们还将在今年晚些时候与Uber集成,以提供这项新的选择。

So, kind of interesting from Waymo's perspective, we talked about sort of the sorry for the sirens here. We talked about some of the you know cost challenges that Waymo is likely to have with the model that they've been pursuing. And I think if they're now also relying on Uber, Uber is going to want some some ability to profit off of that too, which just you know takes away a little bit more of the I guess adds further to the cost structure challenges that Waymo might already be having. So because it doesn't sound like it's exclusive, the impact of that's maybe not terrible for Waymo and depending on the length of the contract, maybe this is something we can get out of as they grow, but nevertheless something that could be a little bit concerning for their cost structure, if they are to be reliant upon Uber from sort of that network perspective.
从 Waymo 的角度来看,我们谈论了一些关于他们一直追求的模型可能会面临的成本挑战。如果他们现在也依赖于优步,优步也会想要一些获利的能力,这会增加 Waymo 已经面临的成本结构挑战。因此,如果它听起来不是排他性的,这可能对 Waymo 的影响并不可怕,取决于合同的长度,也许这是他们成长时可以解决的问题,但仍然是对他们的成本结构有些担忧,因为他们依赖于优步的网络。

And then lastly, just a quick correction on my comments yesterday on SpaceX. So, I'd said that the this was the first time of booster for a crew flight had landed back on Earth. Lended back at the landing zone or at the launch site is what I should have said there. They've done that on they've done landings for crew flights on drone ships before, but not flown the booster back to the landing or the launch site previously. So I just wanted to quickly make that correction from yesterday as well.
最后,关于我昨天关于 SpaceX 的评论,我需要做出一个小修正。我曾说这是第一次为了载人飞行着陆的助推器降落在地球上,但实际上是降落在着陆区或是发射场。他们在以前为载人飞行的着陆船上完成过这样的试验,但以前从未将助推器飞回着陆点或发射场。所以,我只是想快速进行修正。

All right, that is it for today then. As always, thank you for listening. Make sure you're subscribed and signed up for notifications and also find me on Twitter at Tesla Podcast. And we'll see you tomorrow for the Wednesday, May 24th episode of Tesla Daily. Thank you.
好的,今天的播报到这就结束了。像往常一样,感谢你们的收听。请务必订阅并开启通知,同时在 Twitter 上找到我的 Tesla Podcast。明天我们将为大家带来 5 月 24 日星期三的特斯拉日报节目。谢谢!